Foresight Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,000
Closed -$204K 120
2022
Q2
$204K Sell
4,000
-3,600
-47% -$188K 0.04% 96
2022
Q1
$417K Hold
7,600
0.08% 77
2021
Q4
$450K Hold
7,600
0.01% 85
2021
Q3
$456K Hold
7,600
0.09% 77
2021
Q2
$460K Hold
7,600
0.1% 80
2021
Q1
$450K Sell
7,600
-7,040
-48% -$426K 0.11% 80
2020
Q4
$905K Sell
14,640
-300
-2% -$18.4K 0.24% 44
2020
Q3
$909K Sell
14,940
-33,965
-69% -$2.07M 0.3% 40
2020
Q2
$2.95M Sell
48,905
-91,178
-65% -$5.31M 1.35% 12
2020
Q1
$7.69M Buy
140,083
+5,540
+4% +$320K 5.3% 5
2019
Q4
$7.8M Buy
134,543
+21,267
+19% +$1.23M 4.8% 5
2019
Q3
$6.56M Buy
113,276
+11,834
+12% +$680K 4.73% 3
2019
Q2
$5.78M Buy
101,442
+63,304
+166% +$3.51M 4.37% 4
2019
Q1
$2.1M Buy
+38,138
New +$2.05M 1.83% 17

Other funds holding IGIB